HIG
Heritage Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
143,670
+2,533
| +2% | +$122K | 1.19% | 17 |
|
|
2025
Q1 | $6.71M | Buy |
141,137
+42
| +0% | +$2K | 1.26% | 15 |
|
|
2024
Q4 | $6.61M | Buy |
141,095
+9,739
| +7% | +$457K | 1.23% | 15 |
|
|
2024
Q3 | $6.27M | Buy |
131,356
+8,697
| +7% | +$415K | 1.19% | 15 |
|
|
2024
Q2 | $5.77M | Buy |
122,659
+6,376
| +5% | +$300K | 1.19% | 15 |
|
|
2024
Q1 | $5.47M | Buy |
116,283
+5,870
| +5% | +$276K | 1.13% | 15 |
|
|
2023
Q4 | $5.19M | Buy |
110,413
+5,225
| +5% | +$246K | 1.16% | 14 |
|
|
2023
Q3 | $4.88M | Buy |
+105,188
| New | +$4.88M | 1.33% | 13 |
|